See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,090 | $114,381-23.0% | $107,525-18.1% | $142,382-38.1% |
| Participation rate | 53.8% | 78.1%-24.3pp | 75.1%-21.2pp | 80.1%-26.3pp |
| Annual return | 21.69% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.4pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,175 | $5,564+11.0% | $5,116+20.7% | $6,507-5.1% |
| Admin fee / account holder | $21,654 | $9,860+119.6% | $8,919+142.8% | $12,624+71.5% |